FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
+24
677
$3K ﹤0.01%
39
678
$3K ﹤0.01%
94
679
$3K ﹤0.01%
166
680
$3K ﹤0.01%
130
-6,280
681
$3K ﹤0.01%
100
682
$3K ﹤0.01%
120
683
$3K ﹤0.01%
100
684
$3K ﹤0.01%
22
685
$3K ﹤0.01%
87
686
$3K ﹤0.01%
720
687
$3K ﹤0.01%
+36
688
$3K ﹤0.01%
150
689
$3K ﹤0.01%
99
690
$3K ﹤0.01%
87
691
$3K ﹤0.01%
125
692
$3K ﹤0.01%
100
693
$3K ﹤0.01%
200
694
$3K ﹤0.01%
245
695
$3K ﹤0.01%
500
696
$3K ﹤0.01%
429
-13,225
697
$3K ﹤0.01%
36
698
$3K ﹤0.01%
154
699
$3K ﹤0.01%
52
700
$3K ﹤0.01%
57
26 27
28
29 30